File Storage

File Storage

File types and preview

WOZTELL works with the official WhatsApp, and therefore the files it handles are ones that WhatsApp owns: image, audio, PDF, etc.
The preview of files by your sales representatives or customer service agents will depend on the file type.
In general terms, we can indicate that:
  1. Image and PDF files can be previewed within the interface used by WOZTELL
  2. Audio files can be listened to within the interface used by WOZTELL
  3. Video files can be previewed within the interface used by WOZTELL
  4. Word, Excel, or PowerPoint files can be previewed within the interface used by WOZTELL
Other files can be downloaded to the user's computer in order to be used.

File storage

Files stored within the CRM, Help Desk, etc., are usually limited or must be contracted as extras.
To avoid this cost, WOZTELL stores the files within the ZOHO CLIQ tool itself.
The time and amount of Gb that you can store, for example, in the case of using ZOHO ONE (which includes ZOHO CLIQ), is as of March 2020:
  1. 100Gb for files per paid user on the ZOHO ONE license
  2. Unlimited time
We recommend that if this is vital for your business operations, you contact presales@woztell.com so that we can guarantee this information.

Access to files

Files sent and received can be found and consulted in different places:
  1. Inside CLIQ conversations: the file is stored
  2. Inside the CRM LOGs: The URL to display and access the file is there
  3. Inside the related view in CRM: The URL to display and access the file is there
  4. Search in ZOHO global magnifying glasses: searching by document name

Deleting files

There are two ways to delete a file. From within the conversation, you can select the option to delete the unwanted file, or all the information within the conversation can be deleted. If you want to delete the logs, this must be done from within the CRM itself.

Storage on third party servers

It is possible to create a backup copy of the files in third-party systems, although this must be done by an expert technician and we recommend you go to a certified partner or contract with WOZTELL the customization services for companies.